Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,805 | $54,355+26.6% | $82,744-16.8% | $68,486+0.5% |
| Participation rate | 40.7% | 63.9%-23.2pp | 72.6%-31.9pp | 67.9%-27.2pp |
| Annual return | -14.34% | -13.67%-0.7pp | 702.22%-716.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,549 | $3,246-52.3% | $4,395-64.7% | $4,028-61.5% |
| Admin fee / account holder | $14,305 | $4,397+225.4% | $5,325+168.6% | $5,404+164.7% |